Financial Solutions Advisor I: Licensing & Client Advisory

Bank of America; Oregon (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills while building client relationships in a financial center.

You will deliver Bank of America’s core banking, investment solutions, and client‑care approach, with progression to Stage II and beyond through training, coaching, and hands‑on client reviews.

Qualifications

• Licenses required or ability to obtain licenses (SIE, Series 7, Series 66).
• Experience building client relationships and identifying needs.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Deliver Bank of America’s core banking and investment solutions in a financial center.
• Provide end-to-end client care, reviews, and presentations with confidence.
• Collaborate with banking and investment partners to connect clients with suitable solutions.

Education

Bachelor’s degree

High School Diploma

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to obtain SIE, Series 7 and Series 66 licenses and develop foundational advising skills while building client relationships in a financial center.

You will deliver Bank of America’s core banking, investment solutions, and client‑care approach, with progression to Stage II and beyond through training, coaching, and hands‑on client reviews.